CRM

The CRM page is your lead pipeline — capture enquiries, assign staff, set reminders, and move deals from New to Converted.

Also known as: CRM Enquiries (page title)

In Beentara:

• CRM list: Customers → CRM (/crm)
• Permission: crm.read
• Staff view: assigned leads only (admins see all leads)

CRM Enquiries — metric cards, tabs, list/board toggle, and toolbar

Staff vs Admin

Staff users fetch assigned leads only. Admins see the full company pipeline and bulk assign tools. See Staff onboarding.

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Opening the CRM page

1. Open the sidebar: Customers → CRM.
2. Or go to /crm.

You need crm.read permission.

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Page layout

Area	What it does
Metric cards	Click to filter by status — New, In Progress, Converted, etc.
Tabs	All Enquiry, New, Reminders, Archive
View toggle	List or Board (Kanban pipeline)
Toolbar	Add Enquiry, Voice Enquiry, search, filters, overflow menu
Lead cards / board columns	Individual enquiries with quick actions
Bulk actions bar	Assign, archive, export when rows are selected

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Tabs

Tab	Shows
All Enquiry	Every active lead (respecting filters)
New	Leads not yet contacted
Reminders	Leads with due reminders — check this daily
Archive	Closed/archived leads

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List vs Board view

View	Best for
List	Searching, bulk assign, Excel import
Board	Drag-and-drop between pipeline stages

Toggle with the List / Board icons in the toolbar. Board stages come from your CRM platform settings.

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Add an enquiry

Manual entry

1. Click Add Enquiry in the toolbar.
2. Fill customer details, service, source, and notes.
3. Save — the lead appears on the active tab.

Voice Enquiry

Quick-capture mode for phone enquiries — opens the same modal optimized for fast entry.

Excel import

1. Overflow menu (⋮) → Upload excel.
2. Use the sample format from the upload modal.
3. Skipped rows can be reviewed in the skipped-enquiries dialog.

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Assign leads to staff

1. Select lead checkboxes (or use bulk select).
2. Click Assign in the bulk actions bar.
3. Choose one or more staff members.
4. Staff see assigned leads on their CRM home.

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Reminders

1. Open the Reminders tab for due follow-ups.
2. Set reminders on individual leads from the lead detail drawer.
3. Allow browser notifications when Beentara prompts — reminders can notify you on due time.

Daily tip: Start with Daily admin routine.

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Filter and search

Control	Purpose
Metric cards	One-click status filter
Filter drawer	Date range, service, enquiry type, starred
Search	Name, phone, email, product
Global CRM search	Keyboard shortcut opens global lead search

Clear filters to return to the full list.

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Archive and export

Action	How
Archive	Select leads → Archive (moves to Archive tab)
Export CSV	Overflow menu → export filtered leads
Restore	Open Archive tab and unarchive individual leads

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Convert a lead

When a deal is won:

1. Open the lead and update status to Converted.
2. Optionally create a quote or invoice from linked actions.
3. Converted leads feed CRM metrics on the Dashboard.

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CRM Analytics

Advanced automation, reports, and integrations live under Customers → CRM Analytics (/crm-analytics) — separate from day-to-day enquiry handling.

Guide: CRM Analytics

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Common mistakes

Mistake	Fix
Staff cannot see a lead	Admin must assign the lead to that staff member
Reminder did not notify	Enable browser notifications; check Reminders tab
Lead missing after import	Review skipped enquiries dialog after Excel upload
Wrong pipeline stage on board	Drag card to correct column or edit status in list view

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Related guides

Feature	Guide
Customers	Customers
CRM Analytics	CRM Analytics
Quotes	Quotes
Daily routine	Daily admin routine

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Frequently asked questions

How do I add an enquiry in Beentara CRM?

Open /crm and click Add Enquiry, or use Voice Enquiry for quick phone capture.

Does Beentara CRM have a Kanban board?

Yes — toggle Board view to drag leads between pipeline stages.

Why does my staff member see fewer leads?

Staff CRM shows assigned leads only. Admins see the full pipeline at /crm.